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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,554 | $81,494-71.1% | $133,978-82.4% | $73,497-68.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 4.05% | 19.40%-15.4pp | 45.10%-41.1pp | 28.51%-24.5pp |
| Employer contribution / active EE | $1,435 | $2,210-35.0% | $3,919-63.4% | $2,270-36.8% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $713-77.3% | $8,930-98.2% | $513-68.4% |